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Financial Services - An Industry in Transition.  

Financial Services - An Industry in Transition.

Author: Peter Strydom

Peter will discuss the changing Financial Services environment and give some ideas on how best to transition your business so as to be relevant in the evolving Financial Services industry. As the industry moves from being product driven to an advice driven industry, so new opportunities will present themselves but, as a Role Player, you need to have some level of understanding of where the challenges and opportunities may lie. As has been the case in jurisdictions such as the UK and Australia, significant changes lie in wait and we need to be informed and ready to embrace these changes.
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Language: en

Genres: Business, Entrepreneurship

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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Financial Services-An Industry in Transition. Episode 3 - The Institutions
Wednesday, 15 January, 2020

Death, taxes and change. These are things that are inevitable and change, in the financial services industry, is happening and accelerating at quite some pace. Currently, in the Financial Advice space, one of the most significant changes is the transition from a product-based environment to an advice-based environment. It only takes one breath to say this but the effects are significant and are going to pose terrific challenges for all role players including the Financial Institutions and Financial Advisors. Combine this with the focus and the regulatory emphasis on suitable, predictable and appropriate client outcomes, the challenges and, dare I say, the opportunities, are mounting up. This Podcast will touch on some of the looming challenges, as I see things, and serve as an early warning for you to take a close look at your businesses to prepare for the changing environment, its challenges and its opportunities. Enjoy the listen 

 

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